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iShares Core S&P Mid-Cap ETF

2,646 hedge funds and large institutions have $85.5B invested in iShares Core S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 1,096 increasing their positions, 1,036 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $9.52M

80% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 81

6% more funds holding in top 10

Funds holding in top 10: 363383 (+20)

6% more repeat investments, than reductions

Existing positions increased: 1,096 | Existing positions reduced: 1,036

4% more capital invested

Capital invested by funds: $82.5B → $85.5B (+$3.07B)

0% more funds holding

Funds holding: 2,6332,646 (+13)

0.16% less ownership

Funds ownership: 80.51%80.35% (-0.16%)

Holders
2,646
Holders Change
+13
Holders Change %
+0.49%
% of All Funds
32.55%
Holding in Top 10
383
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+5.51%
% of All Funds
4.71%
New
146
Increased
1,096
Reduced
1,036
Closed
81
Calls
$42.3M
Puts
$9.52M
Net Calls
+$32.8M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RL
1701
Rogco LP
Oklahoma
$719K -$8.2M -118,198 -92%
WG
1702
Wellington Group
Indiana
$718K +$11.1K +160 +2%
TFP
1703
Tilia Fiduciary Partners
North Carolina
$717K -$43.5K -627 -6%
MSA
1704
Marathon Strategic Advisors
Pennsylvania
$717K
BWM
1705
BCS Wealth Management
Tennessee
$713K -$713K -10,285 -49%
EWA
1706
Exit Wealth Advisors
Georgia
$713K +$139K +2,000 +23%
PL
1707
Plancorp LLC
Missouri
$712K -$368K -5,308 -34%
HWM
1708
Howard Wealth Management
Connecticut
$706K -$11.2K -162 -2%
OAM
1709
Oak Asset Management
California
$703K -$2.29K -33 -0.3%
PCH
1710
PGIM Custom Harvest
New Jersey
$702K +$9.71K +140 +1%
NIWA
1711
New Insight Wealth Advisors
California
$701K -$10.2K -147 -1%
PWM
1712
Peck Wealth Management
New York
$701K -$69.4K -1,000 -9%
BWP
1713
Balboa Wealth Partners
Arizona
$701K -$1.25K -18 -0.2%
KF
1714
Krilogy Financial
Missouri
$700K -$50.5K -728 -7%
BST
1715
Bath Savings Trust
Maine
$699K +$33K +475 +5%
DI
1716
DAGCO Inc
Ohio
$696K -$12.1K -175 -2%
SIAP
1717
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$695K
GWM
1718
Graybill Wealth Management
Illinois
$695K -$17.7K -255 -2%
AAMC
1719
Asset Allocation & Management Company
Illinois
$695K
IG
1720
IFS Group
Pennsylvania
$694K +$713K +10,272 New
EIA
1721
Eldridge Investment Advisors
New Hampshire
$693K -$6.87K -99 -1%
MAG
1722
Meadowbrook Advisors Group
New Jersey
$692K -$10.3K -149 -1%
FPWM
1723
FSB Premier Wealth Management
Iowa
$692K -$62.7K -904 -8%
ISFAN
1724
Investor's Fiduciary Advisor Network
Washington
$690K -$87.8K -1,265 -11%
HA
1725
Hyposwiss Advisors
$689K

IJH Hedge Fund Activity: Q1 2026 in Review

2,646 of the 8,129 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2026, worth a combined $85.5B — up 3.7% from $82.5B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new IJH positions and 81 closed out — a net gain of 65 holders — while 1,096 added to existing stakes and 1,036 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $757M. The largest seller was LPL Financial, cutting an estimated $420M.

  • 2,646 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2026, up from 2,633 in Q4 2025.
  • Funds reported $85.5B of iShares Core S&P Mid-Cap ETF stock for Q1 2026, up 3.7% quarter-over-quarter.
  • 146 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2026 and 81 closed out, a net change of +65 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2026 was Goldman Sachs, an estimated $757M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2026 was LPL Financial, an estimated $420M sold.

Based on aggregated 13F filings for Q1 2026.